Alexander Lawson is a financial advisor at Ameriprise with 11 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2014. Outside of his advisory role, he volunteers providing pro bono financial planning to cancer patients through the Angel Foundation’s Financial Cancer Care Program and offers financial counseling with the Foundation for Financial Planning. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to create tailored Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Charles Mcnamara Jr. is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds a Series 63 designation and has been with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. He is based in Bloomington, MN. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and incorporates structured planning tools and scenario modeling in its financial planning process.

Nathan Hildre is a financial advisor with Morgan Stanley in Bloomington, MN, holding a Series 66 designation and 20 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2009 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling as part of its financial planning approach.

John Burlager is a financial advisor with RBC Capital Markets holding a Series 66 designation and has two years of industry experience. His prior experience includes positions at Wells Fargo Bank NA and Robert Half. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ Advisory Risk Profiles.

Steven Struthers is a financial advisor at Thrivent Investment Management with nine years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at FBL Financial Group and Farm Bureau Financial Services. Outside of his advisory work, he owns and operates two multifamily rental properties. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning covering a broad range of topics, delivered either as a one-time or ongoing engagement, with options to combine planning and managed-account services.

Matthew Bromelkamp is a financial advisor with Edward Jones in Apple Valley, MN, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at Tavern on France. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Robert Petersen is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and having 17 years of industry experience. He previously worked at Securities America Advisors and Securities America, Inc. for 11 years. Outside of his advisory work, Petersen is involved in an entrepreneurial venture, Ai Ventures. Cambridge Investment Research Advisors serves a diverse client base, including individual investors, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides multiple portfolio management options, proprietary and third-party strategies, and features institutional-level support and compliance resources.

Joseph Mccullough is a financial advisor at RBC Capital Markets with 14 years of industry experience. He holds a Series 66 designation and previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated for 10 years. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles and investment preferences.

Liana Whitlock is affiliated with Equitable Advisors and holds a Series 66 credential. She has no prior experience in the financial industry. Her background includes work and education experiences primarily in non-financial roles. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and third-party asset management programs through a dual-registered investment adviser and broker-dealer model.

Patrick Boldischar is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. He has been with Wells Fargo in various capacities since 2016. Outside of his advisory role, he serves as a board member for the Make-A-Wish Foundation Minnesota. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, supported by extensive research and a range of brokerage and advisory solutions.

James Quandt is a CFP® credentialed financial advisor with 37 years of industry experience. He is currently with Cetera, where he has worked since 2023. His prior experience includes long tenures at Securian Financial Services, Inc. and CRI Securities, LLC. Outside of his advisory role, Quandt serves on several nonprofit and charitable boards and is involved in business ownership and family partnership activities. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary strategies across various program structures.

Beth Abrahamson is a financial advisor with Morgan Stanley in Bloomington, MN, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. She has been with Morgan Stanley since 2020, following over a decade at LPL Financial and Wealth Enhancement Group. Morgan Stanley Wealth Management offers a range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and specialized estate planning groups.

Dustin Christopherson is a CFP® with 26 years of industry experience, currently affiliated with OSAIC since 2023. His prior roles include positions at SagePoint Financial Inc. and Cetera ADVISORS LLC. He is also licensed as an insurance agent and sells life, health, disability, annuities, and long-term care insurance. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisers and various advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing a range of portfolio construction tools and third-party management solutions.

Kevin Cunniff is a financial advisor at Thrivent Investment Management with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Thrivent Financial and Thrivent Investment Management since 2015. Outside of advising, he is the owner of a courier delivery business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning that covers a wide range of topics but does not include implementation of recommendations or discretionary portfolio management.

Erik Swenson is a financial advisor with Ameriprise in W St Paul, MN, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary Recommendation Reports, supported by a centralized consulting team and algorithmic tools.

Charles Pokladnik is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Ameriprise in Minneapolis, MN. He has been with Ameriprise and its affiliate since 2000. Outside of his advisory role, he co-owns Timberwolf Consulting LLC, a business related to managing his Ameriprise practice. Ameriprise provides retirement-income planning services tailored for clients approaching or in retirement with substantial investable assets. The firm combines research-driven modeling and tax-efficient strategies to deliver personalized, non-discretionary retirement income recommendations through a centralized consulting team.

Heather Harden is a financial advisor at LPL Financial with 34 years of industry experience. She holds Series 63 and Series 65 designations and has been with LPL Financial since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management and providing model portfolios and research support.

Niles Austvold is a financial advisor with Cetera, holding a Series 63 designation and over 43 years of industry experience. He has worked with Cetera and its affiliates since 2014 and is also the owner of Highview Advisors. Outside of his advisory work, he serves as president of Marshwinds Toastmasters, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered advisor supporting individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with access to various program structures and third-party managers.

Constance Erickson is a financial advisor at Cambridge Investment Research Advisors with 27 years of industry experience. She holds the Series 66 designation and has worked with firms including Avantax Insurance Agency and Avantax Advisory Services. Outside of her advisory role, she owns Constance Financial Consulting, which provides tax services. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing multiple portfolio management platforms and both proprietary and third-party strategies.

Brandon Blumenstein is a financial advisor at Edward Jones in St. Paul, MN, holding the Series 66 designation with 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he owns Blackwing Group LLC, which manages a multi-use property serving as his office space and rental tenants. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.